Communications Resource Center
Communication support for your advisor base. Learn more
Communication support for your advisor base. Learn more
Value-Add - Compliance & Oversight
Date Sent: N/A
Audience: All Users | Learn more about audiences
Description/Overview:
Looking to promote our compliance solution to your field of eMoney users? Repurpose this email template which speaks to how Advisor Assurance provides digital documentation for all key client-advisor interactions and recommendations. Include the short 75-second video case study, and direct interested recipients to the Advisor Assurance sales page shared in the footer.
What's included:
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.